ERROR WITH THE 2007 TAX YEAR LOW BALANCE REFUNDS

PURPOSE OF BULLETIN

To inform staff what to do if they receive phone calls from taxpayers who received small refunds with no explanation for a 2007 balance due that they recently paid.

BACKGROUND

We are receiving calls from taxpayers who received a total or partial refund of payments sent to us to cover their 2007 balance due. A programming error caused our processing system to incorrectly issue refunds on low balance due amounts.

PROCEDURES

If you receive calls from taxpayers who match this criteria, follow the steps below:

Explain that we incorrectly refunded the money

Advise the taxpayer to return the check within 15 days to:

Franchise Tax Board
PO Box 942840
Sacramento, CA 94240-0040

If the taxpayer states the refund check has been cashed, advise them to send another payment for the balance due within 15 days using one of the following methods: